Learn 95% of ChatGPT Work in Under 20 Minutes — Transcript

Full transcript

1. 0:03You're in the right place if you use
2. 0:05ChatGPT every day, know that ChatGPT
3. 0:07work is a major upgrade, but you're
4. 0:09still using it like a normal chatbot
5. 0:11because no one, not even OpenAI, can
6. 0:14explain what you're supposed to do
7. 0:16differently. Now, ChatGPT goes from just
8. 0:18answering questions to doing work for
9. 0:20you by connecting to all of your tools.
10. 0:23Okay, Dominic, but what does that mean?
11. 0:26I guess I'll take a stab at this. Here
12. 0:28in ChatGPT work, I've asked it to create
13. 0:30a Google Calendar reminder for my
14. 0:32brother's birthday. A simple enough task
15. 0:34that regular ChatGPT can do as well.
16. 0:38But, watch what happens next. In my next
17. 0:40prompt, I tell ChatGPT work to add a
18. 0:42cake emoji to the event title, put
19. 0:44reminder to buy gift in the calendar
20. 0:46description, and I also say to carry
21. 0:49these rules forward for every birthday
22. 0:52event. And after fast-forwarding, we can
23. 0:56see the AI has saved both defaults for
24. 0:59every future birthday event. But, what
25. 1:01exactly does that mean? To answer that,
26. 1:04let's open a brand new session within
27. 1:06ChatGPT work and say, create a birthday
28. 1:08reminder for Sam Altman on April 22nd.
29. 1:11And let's fast-forward to see what
30. 1:13happens. And we see the cake emoji in
31. 1:15the title and the gift reminder in the
32. 1:17description, even though I never asked
33. 1:19for either one in this session, which
34. 1:22illustrates ChatGPT work's biggest
35. 1:24advantage over regular ChatGPT. ChatGPT
36. 1:27work remembers the rules you want it to
37. 1:29follow and carries them into future
38. 1:31tasks. So, the more you teach it about
39. 1:33how you work, the more useful it
40. 1:36becomes. And that's just the tip of the
41. 1:38iceberg. So, let's get started. Before
42. 1:40diving in, let's first take a quick look
43. 1:42at all the products you have access to.
44. 1:43On one end of the spectrum is good old
45. 1:45ChatGPT chat. I'm not going to waste
46. 1:47your time with this today. On the other
47. 1:49end, we have Codex, which is designed
48. 1:51for coders and programmers. So, we're
49. 1:53not touching this today, either. The
50. 1:55middle is where it gets confusing
51. 1:57because there are two versions of
52. 1:59ChatGPT Work. ChatGPT Work Web lives
53. 2:01inside the web version of ChatGPT. It
54. 2:05has a few unique advantages, but it's a
55. 2:07lot less capable than the desktop
56. 2:09version. ChatGPT Work Desktop is the one
57. 2:12I recommend using for everyone who's not
58. 2:14technical. So, that's what we'll be
59. 2:16focusing on for the rest of this video.
60. 2:18Good job, OpenAI, for making this so
61. 2:20simple. As an ex-Googler, I can tell you
62. 2:22we never made our product lineup so
63. 2:25confusing for our consumers. And
64. 2:27something like this never, ever bit us
65. 2:29in the ass. Once you've downloaded the
66. 2:31desktop version of ChatGPT Work, you
67. 2:34only need one other thing to unlock its
68. 2:36full capabilities, a Google Doc.
69. 2:41Think of this document as the master
70. 2:44rulebook for ChatGPT Work, written
71. 2:46entirely in plain English. The purpose
72. 2:49section explains how this document
73. 2:51works. The global rule section contains
74. 2:53the instructions ChatGPT Work follows
75. 2:55for all tasks. Voice principles controls
76. 2:59how the AI writes, and maintenance
77. 3:01explains how ChatGPT Work should keep
78. 3:03the file organized as it grows. Taking a
79. 3:06closer look at the Google Doc, we see
80. 3:08that ChatGPT Work added the Google
81. 3:10Calendar birthday rule from earlier as a
82. 3:12subsection under global rules. The voice
83. 3:15principal section is thin on purpose
84. 3:17because you'll learn how to teach her to
85. 3:18sound like you later on, and the same
86. 3:20goes for the routing map. I've linked
87. 3:22the starter template for you down below,
88. 3:24and when you download this, make sure
89. 3:26you go to files, download, and download
90. 3:28as a markdown file, okay? And you're
91. 3:31going to need to rename this exactly,
92. 3:34all right? You're not going to rename
93. 3:35this to like agent, you're not going to
94. 3:37rename this to agent one, you're going
95. 3:39to rename this to agents .md, exactly
96. 3:43like that, okay? Or ChatGPT Work is not
97. 3:45going to recognize it. Next, create a
98. 3:47folder anywhere on your desktop, call it
99. 3:49whatever you want. For me, I'll just say
100. 3:51Jeff Oracle OS.
101. 3:53And then, we're going to move the
102. 3:54agents.md file into that folder, all
103. 3:57right? And then back in the ChatGPT
104. 3:59desktop app, make sure the work toggle
105. 4:02is selected. And then under choose
106. 4:04project, we're going to pick
107. 4:06that folder we just created, all right?
108. 4:10And once your folder has been added or
109. 4:12mounted, ChatGPT Work will now
110. 4:15automatically read your agents.md file
111. 4:18before it performs any task. And the
112. 4:21best part is, you don't even need to
113. 4:23manually maintain this file. You can
114. 4:24just tell ChatGPT Work, "Remember this
115. 4:26rule. Whenever I ask you to rename image
116. 4:29files, use a short but descriptive name
117. 4:31so I know what each image is without
118. 4:34opening it." And let's just fast forward
119. 4:36here. Clicking into the agents.md file
120. 4:38opens it up in the preview pane. And we
121. 4:40can see that ChatGPT Work added a
122. 4:42subsection under global rules with our
123. 4:45file name conventions. Now, I can drop a
124. 4:48folder of photos into my Work OS folder,
125. 4:51and in a new chat, I can say, "Rename
126. 4:54the photos in the images folder." And
127. 4:57after about a minute, we're just going
128. 4:58to skip ahead here, we can see the
129. 5:00images have been renamed according to
130. 5:03our new rule. So, just to be clear,
131. 5:05ChatGPT Work could already analyze and
132. 5:08rename images, but without rules in
133. 5:11place, it'll rename the photos
134. 5:13differently every time, giving you
135. 5:15inconsistent results. Which leads us to
136. 5:18the most important takeaway from this
137. 5:20video. If you use ChatGPT Work without
138. 5:23mounting a folder, you're basically
139. 5:25using regular ChatGPT. Once you mount a
140. 5:28folder with an agents.md file inside,
141. 5:32ChatGPT Work reads that file before
142. 5:35every task and follows your preferences,
143. 5:38so you get consistent results. One thing
144. 5:41I'm choosing not to cover today is the
145. 5:43three ChatGPT models, because that's a
146. 5:45whole separate rabbit hole. But, luckily
147. 5:47for us, today's sponsor, HubSpot, has a
148. 5:50free guide that breaks it down. It's one
149. 5:52of the clearest explanations of which
150. 5:54model is good for what, and honestly,
151. 5:56I've been making the mistake of
152. 5:57defaulting to the most powerful model,
153. 5:59Soul, for everything, wasting like a
154. 6:01bunch of tokens. But, now I know better.
155. 6:03For a recent presentation, I started off
156. 6:05using Soul to build the narrative and to
157. 6:08analyze a bunch of earnings call
158. 6:10transcripts and financial statements.
159. 6:12Then, I actually jumped to Luna to pull
160. 6:15thousands of numbers from the financials
161. 6:18into a spreadsheet, and it was
162. 6:19surprisingly fast and accurate. Then,
163. 6:21finally, I used Tara to actually build
164. 6:23out the slide titles and speaker notes.
165. 6:25Inside, you also get nine ready-to-run
166. 6:28workflows, from just getting started all
167. 6:30the way to connecting Gmail, Slack, and
168. 6:32Drive for recurring automations. So,
169. 6:34check out the free guide by clicking the
170. 6:35link down below. Thank you, HubSpot, for
171. 6:37sponsoring this video. Next up, let's
172. 6:39see how we can supercharge plugins with
173. 6:41our agents.md file. As a quick reminder,
174. 6:44plugins connect ChatGPT work to tools
175. 6:46you already use, like Notion, Gmail, and
176. 6:48Slack. In Claude, this is called
177. 6:50connectors, and in Gemini, this is
178. 6:53called connected apps.
179. 6:55And connecting to an app within ChatGPT
180. 6:57work is very easy. You just go to
181. 6:59plugins and then search for a tool like
182. 7:01Google
183. 7:02Calendar, and you simply follow the
184. 7:04instructions. But, just giving access by
185. 7:06itself isn't that useful. Teaching
186. 7:09ChatGPT work how you like to use that
187. 7:12app is another thing entirely, and
188. 7:15that's where the agents.md file comes
189. 7:18in. For example, with your folder
190. 7:19mounted, start a new chat and say,
191. 7:21"Remember this. Meetings default to 45
192. 7:24minutes, and format Google Calendar
193. 7:26descriptions so they're easy to scan.
194. 7:28Start with bottom line up front,
195. 7:30followed by three short bullets with
196. 7:32relevant context." And we're just going
197. 7:34to skip ahead here. Opening up the
198. 7:36agents.md file, we see ChatGPT work
199. 7:38added the new rule under Google Calendar
200. 7:40rules directly, which is a great example
201. 7:43of us, the user, setting the rules and
202. 7:46the AI doing the grunt work. Now, in a
203. 7:49fresh ChatGPT session, I can upload my
204. 7:52apartment lease and say, "Create a
205. 7:54Google Calendar event for a call I have
206. 7:56with my real estate agent tomorrow at
207. 7:5810:00 a.m. I've attached my lease for
208. 8:00your reference." And let's fast-forward.
209. 8:04And again, we see ChatGPT work has
210. 8:06created the event following the
211. 8:08instructions saved inside our agents.md
212. 8:11file. 45-minute event, bottom line up
213. 8:14front with three bullets, even though we
214. 8:16didn't repeat those instructions in the
215. 8:18prompt. But, there's a problem.
216. 8:21Google Calendar is only one app, and as
217. 8:24you connect more, Notion, Gmail, Google
218. 8:26Calendar, Teams, Granola, Spotify, so on
219. 8:28and so forth,
220. 8:29adding all those rules for all those
221. 8:32apps in one agents.md file will get very
222. 8:35messy. So, here's a pro tip. We can tell
223. 8:38ChatGPT work, "Create a
224. 8:40tool-conventions.md
225. 8:42file that will house all rules governing
226. 8:44tools moving forward. Move every tool or
227. 8:47plugin-specific rule from agents.md into
228. 8:50it. Replace the moved content in
229. 8:52agents.md with a link." And we're just
230. 8:55going to send this off. While that's
231. 8:57working, let me quickly explain why we
232. 8:59just did that. ChatGPT work loads
233. 9:01agents.md before every single task. So,
234. 9:05a bloated file means worse outputs and
235. 9:07wasted tokens. And since we're not using
236. 9:10tools like Calendar in every task,
237. 9:13moving those app-specific rules into a
238. 9:15separate file keeps agents.md lean and
239. 9:19organized. Opening up the newly created
240. 9:21tool-conventions file, we see that both
241. 9:23the image file and Google Calendar rules
242. 9:25got moved over.
243. 9:27>> [music]
244. 9:27>> And over in our agents.md file, that
245. 9:30entire section got replaced by a pointer
246. 9:34to the newly created tool-conventions
247. 9:36file. Now that you understand how
248. 9:38plugins work together with agents.md,
249. 9:41here are three useful plugin rules that
250. 9:43you can add today. For Gmail, never
251. 9:46include a sign-off in my Gmail replies
252. 9:48because I already have a default
253. 9:49signature set up. For Notion, always use
254. 9:52the existing templates in my Notion
255. 9:53databases instead of creating pages from
256. 9:55scratch. For Slack, when summarizing
257. 9:58Slack threads, always separate the
258. 10:00output into decisions, action items, and
259. 10:02open questions. As a quick recap,
260. 10:05plugins let you connect ChatGPT work to
261. 10:06your apps. And although by itself, this
262. 10:08is nothing new, you can use agents.md to
263. 10:11teach the AI how you use those apps. By
264. 10:15the way, my free Cohort Toolkit includes
265. 10:17all the templates you need to organize
266. 10:19your rules, folders, and workflows in 1
267. 10:21week. Yes, it is built for Cloud Cohort,
268. 10:24but the exact same logic and frameworks
269. 10:26apply to ChatGPT work. Link down below.
270. 10:29Moving on to my favorite feature, the
271. 10:30side panel. So basically, the side panel
272. 10:33in ChatGPT work has three completely
273. 10:35different functions. First, it lets you
274. 10:37preview and edit files, as you've seen
275. 10:40already. Second, it's a fully functional
276. 10:42browser, and we're going to get into the
277. 10:44benefits of that in a bit. And third, I
278. 10:46can use the side chat function to hide
279. 10:49stuff from the main chat. And this is
280. 10:52not to be confused with a side chick.
281. 10:56Okay, that was really bad. I'm I'm kind
282. 10:57of struggling today. Hang on. Hang on.
283. 10:59Hang on. Starting with the preview pane,
284. 11:01let's go through an example. If [snorts]
285. 11:03we open up our tool conventions.md file
286. 11:05in the side panel, we can highlight the
287. 11:07entire Google Calendar section, click
288. 11:10edit, and we can say, "Add a section for
289. 11:14Gmail, Notion, and Slack using the same
290. 11:17structure,
291. 11:18H2 headers, with clearly labeled
292. 11:20placeholder rules under each one." And
293. 11:23let's fast forward. Just a few seconds
294. 11:24later, the same file has matching
295. 11:27sections for all four tools. And if you
296. 11:30made a mistake, you can just click the
297. 11:32undo button here. I'm just going to
298. 11:34click redo. Simple enough, right? Pro
299. 11:36tip, whenever you see a hyperlinked file
300. 11:38or folder, you can right-click and
301. 11:40choose show in finder or the Windows
302. 11:43equivalent to quickly locate it within
303. 11:45your workspace, letting you easily drag
304. 11:48the file or folder into another
305. 11:50location. Next up, the in-app browser
306. 11:52can be opened by pressing command and
307. 11:54control T, right? Just like opening up a
308. 11:55new tab and typing in the URL.
309. 11:59And you should know that we could
310. 12:00technically ask ChatGPT to open up the
311. 12:03in-app browser in a prompt, but
312. 12:05obviously that's super slow. Why would
313. 12:07we ever do this though? Let's go through
314. 12:09two real use cases. Here, I'm on my
315. 12:11partnerships page, and instead of taking
316. 12:13screenshots or copy pasting the URL, I
317. 12:15can click the annotate icon, select this
318. 12:19specific section of the page, and say,
319. 12:22"Hey, create a preview of this section
320. 12:25in dark mode."
321. 12:26And let's see what happens. Think of
322. 12:28annotation mode like leaving a comment
323. 12:30directly on a website. Instead of
324. 12:31describing where something is on the
325. 12:33page, I can point to the exact element
326. 12:35and explain the change I want in plain
327. 12:37English. First, we see that ChatGPT work
328. 12:40gives us a mock-up of how the dark mode
329. 12:42would look, right? Light mode, dark
330. 12:44mode, which is already pretty cool.
331. 12:47Better yet, because ChatGPT work is
332. 12:50connected to my website hosted on Ghost,
333. 12:53I can actually ask ChatGPT work to
334. 12:55implement this change, which I did off
335. 12:57camera. Meaning, if you go to my website
336. 13:00right now, you will see there is now a
337. 13:02dark toggle,
338. 13:05and it looks pretty incredible. To be
339. 13:06clear, those were two separate steps.
340. 13:09Anyone can open a public webpage and ask
341. 13:11for a mock-up, but actually pushing the
342. 13:13change live requires ChatGPT work to be
343. 13:16connected to that platform. A lot of you
344. 13:19are going to be horrified by this next
345. 13:21example, but technically, you can log
346. 13:24into your accounts within the in-app
347. 13:26browser. So, if you trust OpenAI and Sam
348. 13:30Altman, I mean, Sam Altman,
349. 13:32you can hand off a lot of tedious work.
350. 13:38For example, I recently launched a
351. 13:39course and I had ChatGPT work test every
352. 13:41single link within the lesson
353. 13:43descriptions to check for dead links and
354. 13:46to confirm they all open up in a new
355. 13:47tab, so the learning experience isn't
356. 13:49interrupted, which would have been super
357. 13:51annoying to do manually. Lastly, we can
358. 13:54type {forward slash} side to open up a
359. 13:57temporary side chat that can see
360. 13:59everything in the main conversation
361. 14:02without interrupting anything. So, as an
362. 14:04example, here I have an active task
363. 14:06where ChatGPT work is reviewing a dense
364. 14:08PDF. And I have a question, but I don't
365. 14:11want to interrupt the task. [music] And
366. 14:13so, I open side chat and ask, "Based on
367. 14:16the uploaded PDF, what does personal
368. 14:18assessment mean in plain English versus
369. 14:19salaried tax?" And fast forward a little
370. 14:22bit here, we see it answers my question
371. 14:24without interfering with the main task.
372. 14:28A few things to know when using side
373. 14:29chat, it already has the context from
374. 14:32the main task, so you don't need to
375. 14:33re-explain or re-upload anything. And
376. 14:36second, nothing inside the side chat
377. 14:38flows back into the main chat. And
378. 14:40third, closing it deletes the side chat,
379. 14:43so you need to copy anything you want to
380. 14:45keep. As a quick recap of the side
381. 14:47panel, here's the mental model to carry
382. 14:48forward. Use the preview pane to quickly
383. 14:51review and or edit a file ChatGPT work
384. 14:53surfaced in chat. Use the in-app browser
385. 14:57when the context you want to share with
386. 14:58ChatGPT lives on a website. Sign in only
387. 15:01if the convenience is worth the privacy
388. 15:03trade-off to you. Use side chat when the
389. 15:05question or tangent needs the same
390. 15:07context as the main task, but shouldn't
391. 15:10change the deliverable. Now, let's move
392. 15:12on to skills in the context of ChatGPT
393. 15:14work. As a quick reminder, a skill
394. 15:15basically takes some sort of input like
395. 15:18messy notes, processes that against a
396. 15:20checklist of rules you create and gives
397. 15:23you an output like a structured
398. 15:25briefing. Diving right into an example,
399. 15:27here I'm in the middle of a working
400. 15:28session where ChatGPT Work gave me the
401. 15:31first draft of my next newsletter.
402. 15:33>> [music]
403. 15:33>> And after making some edits, I've pasted
404. 15:36the final draft I'm actually going to
405. 15:38send out. What I'm about to do next will
406. 15:40teach ChatGPT Work to sound like me for
407. 15:43[music] every newsletter moving forward.
408. 15:45In the same chat, I say, "Compare this
409. 15:47final newsletter against your original
410. 15:49draft earlier in this chat. Identify the
411. 15:51repeatable differences in my writing
412. 15:53style, then create an improved skill I
413. 15:56can run whenever I give you a draft and
414. 15:59my final version. Show me the proposed
415. 16:02learnings before updating the voice
416. 16:04principal section of agents.md." Just to
417. 16:07be super clear, we're doing two things
418. 16:09here. One, we're creating a skill called
419. 16:11improve. And second, the input we're
420. 16:14giving it contains both the initial V1
421. 16:17draft and my final draft. Then the skill
422. 16:20compares the two to extract patterns and
423. 16:23the output are the writing rules to
424. 16:25carry forward. Here, we can see that
425. 16:27ChatGPT Work identified seven repeatable
426. 16:30learnings,
427. 16:31ignore changes not related to our tone
428. 16:33of voice, and proposed updates to the
429. 16:36voice principal section, and created an
430. 16:38improved skill that I can use in the
431. 16:40future.
432. 16:41>> [music]
433. 16:41>> And after approving those updates,
434. 16:44fast forward a little bit, we can then
435. 16:46open the agents.md file to see all the
436. 16:50changes. And that's the key takeaway
437. 16:52when it comes to using skills in ChatGPT
438. 16:55Work. You are going to make those edits
439. 16:57and corrections anyway, so why not
440. 16:59create skills that teach ChatGPT Work
441. 17:01your preferences so you re-explain
442. 17:04yourself less and less over time. All
443. 17:07right, that covers the basics, so let me
444. 17:08share the next logical step on your way
445. 17:10to building your own AI system. Here in
446. 17:13my Work OS folder, it looks a little
447. 17:14empty, but what if I dragged another
448. 17:17folder with my travel preferences in
449. 17:19here? [music] And And then, in a new
450. 17:20ChatGPT work session, I say, "Review the
451. 17:23new travel folder I just added to this
452. 17:25workspace. Add a travel entry to the
453. 17:27routing map, so future travel-related
454. 17:29requests are routed to this folder.
455. 17:31Finish by showing me the exact entry you
456. 17:34added and explain why." And we're just
457. 17:36going to fast-forward here. I'm actually
458. 17:37going to ignore the output on purpose,
459. 17:39because it's not going to make any sense
460. 17:40to you right now. Instead, I'm going to
461. 17:42start a new chat and say, "I want to
462. 17:45plan a trip to Iceland. How will this
463. 17:47workspace handle that?" And after just a
464. 17:49few seconds, we see that whoa,
465. 17:52ChatGPT Work knows that this ask is
466. 17:56related to like traveling and stuff, and
467. 17:59therefore should be managed within the
468. 18:01travel folder we just added. So, what's
469. 18:05going on? How did it know? Well, if I
470. 18:07open up the agents.md file, we see that
471. 18:09a new entry has been added to the
472. 18:11routing map section,
473. 18:13telling ChatGPT Work that all travel and
474. 18:16trip-related tasks should be routed to
475. 18:19the travel folder, since the travel
476. 18:22folder holds all context related to
477. 18:24planning trips, like my Marriott
478. 18:27membership, my seat preferences on
479. 18:29flights, [music] and what happened on
480. 18:31previous trips. In plain English,
481. 18:33instead of maintaining one giant messy
482. 18:36folder, the routing map lets us break
483. 18:39our work into smaller subfolders, one
484. 18:42for each recurring part of our job or
485. 18:45life. [music] And because I know a lot
486. 18:47of you will ask, I use both ChatGPT Work
487. 18:50and
488. 18:51Claude CoWork, since I can just mount
489. 18:53the same folder to both, right? And
490. 18:55you'll see in my actual like Jeff OS
491. 18:58workspace, I have more than like 30
492. 19:01areas or like what I call workstations.
493. 19:03And I have agents.md that ChatGPT
494. 19:06recognizes and a Claude.md that Claude
495. 19:08recognizes. And if you want something
496. 19:09like this, but you don't want to build
497. 19:11from scratch, my Co-work Academy starts
498. 19:13you off with a whole structure already
499. 19:15built. The folders, the routing map, and
500. 19:17the rule files. It's taught in Cloud
501. 19:19Co-work, yes, but as you just saw, the
502. 19:21same folder works in both. Link down
503. 19:24below. If you found this useful, check
504. 19:26out this tutorial next on how to give
505. 19:27your AI system perfect memory. See you
506. 19:30on the next video in the meantime.
507. 19:32Have a great one.